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IVC Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

IVC Wealth Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Sell
13,142
-345
-3% -$16.1K 0.24% 74
2026
Q1 		$633K Sell
13,487
-3,584
-21% -$169K 0.27% 73
2025
Q4 		$804K Sell
17,071
-1,509
-8% -$71.1K 0.35% 53
2025
Q3 		$873K Sell
18,580
-7,365
-28% -$342K 0.39% 51
2025
Q2 		$1.2M Sell
25,945
-4,971
-16% -$227K 0.59% 37
2025
Q1 		$1.43M Sell
30,916
-280
-0.9% -$12.8K 0.77% 29
2024
Q4 		$1.41M Buy
31,196
+1,131
+4% +$52K 0.79% 29
2024
Q3 		$1.42M Sell
30,065
-8,326
-22% -$388K 0.78% 31
2024
Q2 		$1.74M Buy
38,391
+168
+0.4% +$7.56K 0.97% 20
2024
Q1 		$1.74M Sell
38,223
-15,571
-29% -$710K 1.01% 20
2023
Q4 		$2.49M Buy
53,794
+2,202
+4% +$97.3K 1.55% 10
2023
Q3 		$2.26M Buy
51,592
+6,421
+14% +$289K 1.51% 9
2023
Q2 		$2.08M Buy
45,171
+3,894
+9% +$180K 1.32% 10
2023
Q1 		$1.92M Buy
41,277
+14,783
+56% +$686K 1.36% 12
2022
Q4 		$1.21M Buy
26,494
+45
+0.2% +$2.04K 0.89% 26
2022
Q3 		$1.19M Buy
26,449
+2,601
+11% +$124K 0.96% 22
2022
Q2 		$1.14M Buy
23,848
+16,730
+235% +$806K 0.88% 26
2022
Q1 		$357K Buy
+7,118
New +$365K 0.23% 101

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

IVC Wealth Advisors's VMBS Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.6% in Q2 2026, selling an estimated $16.1K and leaving 13,142 shares worth $615K. The position accounts for 0.24% of the portfolio, ranked #74.

IVC Wealth Advisors first reported a position in VMBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.49M in Q4 2023. 124 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • IVC Wealth Advisors held 13,142 shares of Vanguard Mortgage-Backed Securities ETF worth $615K as of Q2 2026.
  • IVC Wealth Advisors sold 345 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.24% of IVC Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 18 quarters since.
  • IVC Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $2.49M in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.